**About Us:** HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. **Mission Statement:** We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. **Retirement Plan Account Executive** As a Retirement Plan Consultant, you will work with the clients, Investment team, and plan administrators to provide investment and capital markets research, analysis, and advice to our clients. Responsibilities include analyzing investment managers’ portfolios; reviewing investment reports; preparing exhibits and other presentation documentation; and answering client questions and requests. This requires someone with attention to detail, an interest in investment markets, and willingness to contribute with high standards and professionalism within a small team. **Responsibilities for Retirement Plan Account Executive:** + Client retention, building relationships with key client personnel. Acquire a thorough understanding of client’s business and intentions for offering a retirement plan to employees. + Discovering opportunities to cross sell deferred compensations plans, FinPath, or other HUB service that might be beneficial to the clients business. + Working with the client to determine a service model that matches the plan revenue and the clients expectations. + Present retirement plan reviews that cover: + Updates on plan administration & compliance. + Updates on regulation, litigation, and legislation that might affect retirement plans. + Updates on retirement plan education activities. + Recaps on capital markets + Retirement plan investment monitoring + Finalizes financial information from multiple sources in order to prepare quarterly investment performance reports. + Proactive communication and engagement with the clients. Making yourself a trusted resource for all matters related to retirement plan development. + Use technical, analytical, and communication skills to support the client, RIA operations staff, and recordkeepers in all aspects of data-related work. + Active in the promotion and activities of increased plan participation and participant contribution rates. + Basic knowledge of capital markets and investments and/or keen interest in developing knowledge of capital markets and investments. + Other responsibilities / duties as assigned or requested by management **Qualifications for Retirement Plan Investment Consultant Qualifications:** + 3+ years of experience in a similar role + Bachelor's degree + Strong technical and analytical skills + Required Licenses & Credentials: Must have 65 or Series 7 and 66 + PREFERRED: + Advanced investment designation such as CFP, or CPFA, etc. + Proficiency in fi360, Orion, and Relius **\#LI-KP1** **\#INDUS** Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm . EEOAA Policy (https://hubinternational.jobs/eeo/) E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.